Let's take a look at this month's feature update!  

Workspace Advanced Settings

 Don't have any workspaces set up and not sure what it is? Creating different workspaces allows you the opportunity to setup your ClientPoint account with different companies that live under the same umbrella. Have two different companies with two different logos, but want to store all of their proposal documents in the same place? You can do that with workspaces.

Customize the locale settings for each of your Workspaces, this includes currency type and date format. You can also include a unique link to training material for your team for each Workspace.

Click here to learn more about this feature. 

New Languages have been added to ClientPoint.

Although we've had many different languages to choose from, we now have Italian! You can change the language of your ClientPoint account for both you as a user and for the recipients of your proposals. 

 Bug fixes and Improvements

- Data Center and API End Point updated for Zoho Integration
- Disable deal status update in Advanced Settings to prevent Hubspot deals from being marked as Closed Lost once a proposal expires.
- Files set to default within the Content Library will be added to proposal created from a CRM
- Utilize the Salesforce integration in your sandbox environment. 
- Proposal view date and hand delivered date removed from Salesforce reports.

Have any questions?  Please email support@clientpoint.net.